Investment Consultant (vp/svp)

Apexgroup Inc

United Kingdom
Institutional investor markets knowledge
Alternative investments expertise
Client relationship management
Apex Investment Advisory division provides a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence

Job Summary

  • Apex Investment Advisory division provides a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence.
  • You will maintain active relationships with and provide advice to our existing portfolio of clients as well as lead/be involved in a variety of high-impact projects for institutional clients.
  • A key focus of the role will be developing and building the business in the UK and internationally (e.g. Middle East) to help drive the expansion Apex Investment Advisory and expand its global footprint.

Matching Summary

Apex Investment Advisory division provides a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence.

Skills & Requirements

Must-have

  • Institutional investor markets knowledge
  • Alternative investments expertise
  • Client relationship management
  • New business development
  • UK/global institutional investment allocator market

Nice-to-have

  • Positive disrupter mindset
  • Industry-changing ideas
  • Supercharge unique skills

Key Requirements

  • Minimum of 7 years' relevant experience
  • Fully qualified/Part-qualified professional qualifications (e.g. CFA, FIA)
  • Upper-second level degree (ideally in finance, mathematics, engineering, sciences or business)
  • Physically located and eligible to live and work in the United Kingdom

Work Rights

Must be eligible to live and work in the UK

Tailored Resume

Cover Letter